Email Templates

How Do I Create an Email Template?

To create an email template, follow the steps below:

Step 1: Click on ‘Create email template’ in the top left-hand corner of the screen.

Step 2: You will then be taken to the email template builder screen. From here, you can name your email template, write your template and customise it fully.

Additionally, you can make your template into a sequence of emails if you wish. To learn more about sequenced emails, click here.

Step 3: Once you have finished creating your email template(s), click ‘Save’ in the top left-hand corner of the screen.

If you have followed the above steps correctly a message will then display saying, ‘Email template added successfully’.

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How Do I Edit an Email Template?

To edit an email template, follow the steps listed below:

Step 1: Find the email you want to amend and click ‘Edit’. This can be found next to the email template’s name on the right-hand side of the page.

Step 2: Once you have clicked ‘Edit’, a text box will appear displaying the current email template. Simply, change what you would like inside here until you are happy with it.

Step 3: Next, when you are happy with the email template, click ‘Save’. This can be found above ‘Template name’.

Step 4: Finally, click on ‘Save and Finish’

If you have followed these steps correctly, you will have successfully edited your email template.

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How Do I Create a Sequence of Emails?

To create a sequence of emails to send to your contact(s), follow the steps below:

Step 1: Click the ‘Create new email template’ icon which can be located in the top left-hand corner.

Step 2: Here, you will be able to create a new email template. Once you have created the template, look in the bottom left-hand corner of the screen below the email body text box and you will see a question asking, ‘Create a sequence of emails to be sent?’ – you will want to click ‘Yes’.

Step 3: Once you click ‘Yes’ the screen will refresh (whilst retaining your original template) and will present you with the option to write another email.

Here, you are asked to decide the sending date of the email – you are given two options:

Option 1: The sequenced email(s) can be sent up to 15 days, weeks or months later than the original email.

Option 2: The sequenced email(s) can be sent on a fixed date.

You can select either of these options above the email toolbar of the emails following the original.

Step 4: Depending on how long your sequence is, you may wish to add more emails. To do this, click ‘Add Additional Email to The Sequence’ – each time you click this, another email template will be added.

Step 5: When are you are happy with the emails you have created and how they will be sequenced click ‘Save’.

Once you have followed the above steps you will have successfully created your email sequence.

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Adding Attachments

Please note – you can only add up to three files and there is a maximum of 10Mb per file.

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